cross-posted from: https://sopuli.xyz/post/9700996
Nvidia’s AI customers are scared to be seen courting other AI chipmakers for fear of retaliatory shipment delays, says rival firm
cross-posted from: https://sopuli.xyz/post/9700996
Nvidia’s AI customers are scared to be seen courting other AI chipmakers for fear of retaliatory shipment delays, says rival firm
There is no monopoly. If Nvidia doesn’t play it right in the coming years they won’t hold on to their current position. Nvidia aren’t getting into custom chips just for fun. If the major cloud providers end up using their own custom silicon, that’s a major blow for Nvidia.
The point that the article makes is that NVIDIA is pressing current customers by threatening shipping delays, which is an abuse of their power
And I hope they get punished for it, but that is not the same as Nvidia having monopoly.